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INVST’s Bank of America BAC Stock Holding History

INVST’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Buy
22,234
+229
+1% +$12.2K 0.12% 132
2026
Q1 		$1.07M Buy
22,005
+17,660
+406% +$911K 0.12% 142
2025
Q4 		$239K Buy
4,345
+393
+10% +$20.8K 0.03% 288
2025
Q3 		$204K Buy
+3,952
New +$193K 0.02% 296
2025
Q1 		– Sell
-6,670
Closed -$293K – 282
2024
Q4 		$293K Buy
6,670
+269
+4% +$11.8K 0.04% 207
2024
Q3 		$254K Sell
6,401
-609
-9% -$24.4K 0.03% 219
2024
Q2 		$280K Buy
7,010
+32
+0.5% +$1.23K 0.03% 218
2024
Q1 		$262K Buy
6,978
+84
+1% +$2.88K 0.03% 204
2023
Q4 		$228K Buy
+6,894
New +$201K 0.03% 197
2020
Q1 		– Sell
-8,411
Closed -$296K – 108
2019
Q4 		$296K Sell
8,411
-16
-0.2% -$517 0.11% 66
2019
Q3 		$240K Sell
8,427
-18
-0.2% -$518 0.11% 69
2019
Q2 		$248K Sell
8,445
-168
-2% -$4.84K 0.13% 51
2019
Q1 		$246K Buy
8,613
+151
+2% +$4.27K 0.12% 54
2018
Q4 		$209K Buy
+8,462
New +$230K 0.12% 45

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

INVST's BAC Position: Q2 2026 in Review

INVST increased its Bank of America (BAC) stake by 1% in Q2 2026, buying an estimated $12.2K and bringing the position to 22,234 shares worth $1.27M. The position accounts for 0.12% of the portfolio, ranked #132.

INVST first reported a position in BAC in Q4 2018 and has held it in 14 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • INVST held 22,234 shares of Bank of America worth $1.27M as of Q2 2026.
  • INVST bought 229 Bank of America shares in Q2 2026, an estimated $12.2K.
  • Bank of America made up 0.12% of INVST's portfolio in Q2 2026, its #132 holding.
  • INVST first reported a position in Bank of America in Q4 2018 and has held it in 14 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.